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About the Role
Enhance client satisfaction as a Securities Client Support Specialist at Desjardins. Your proactive roles in account management, documentation, and advisor support ensure seamless operations.
This role demands a hands-on approach to support the advisors' daily operations. You'll track client transactions, manage schedules, and prepare comprehensive documentation, ensuring all client interactions meet high quality standards. Strong interpersonal skills are vital in managing the relationship with clients and team members.
Key Responsibilities:
• Prepare necessary documents for client meetings
• Manage calendars and voicemail for advisors
• Facilitate account openings and securities transactions
• Address client inquiries with researched solutions
• Participate in report generation and documentation
Requirements:
• General college diploma in a related field
• Minimum of two years relevant experience
• Proficiency in French is essential
• Interpersonal s...
This role demands a hands-on approach to support the advisors' daily operations. You'll track client transactions, manage schedules, and prepare comprehensive documentation, ensuring all client interactions meet high quality standards. Strong interpersonal skills are vital in managing the relationship with clients and team members.
Key Responsibilities:
• Prepare necessary documents for client meetings
• Manage calendars and voicemail for advisors
• Facilitate account openings and securities transactions
• Address client inquiries with researched solutions
• Participate in report generation and documentation
Requirements:
• General college diploma in a related field
• Minimum of two years relevant experience
• Proficiency in French is essential
• Interpersonal s...
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